Stock Analysis

GE Vernova shares jump 9%; Brokerages raise targets on record order book

GE Vernova shares jumped 9% after strong Q4FY26 results. Brokerages raised targets on record ₹21,500-crore backlog, exports and HVDC pipeline

IOCL Q4 beats on Ebitda; brokerages cut FY27 outlook on crude volatility

Indian Oil reported a 56.6 per cent Y-o-Y increase in net profit to ₹11,377.51 crore, compared with ₹7,264.85 crore in the corresponding quarter of the previous fiscal

After Nomura, Motilal Oswal also sees gold duty hike manageable for Titan

Motilal Oswal believes Titan is well-equipped to manage the situation through superior gold sourcing capabilities and a strong balance sheet.

Vodafone Idea: Analysts see limited headroom despite AGR relief, fund raise

Further rally in Vodafone Idea share price seems unlikely as fresh target prices, in the range of ₹10-14 per share, leave little on the table for investors from current levels

IIFL Capital initiates coverage on Aye Finance with 'Buy', sees 40% upside

IIFL Capital expects the company to deliver a 27 per cent AUM CAGR over FY26-FY29, while profit after tax (PAT) is projected to grow at a stronger 44 per cent CAGR

Uno Minda drops 6% as management avoids FY27 guidance; analysts cut target

Uno Minda shares fell nearly 6 per cent after the company withheld FY27 growth guidance amid geopolitical uncertainty. Emkay downgraded the stock, citing slower growth and margin pressure

Firing on all cylinders: Elara sees 19% upside in Solar Ind; stock up 4%

The brokerage raised its target price to ₹21,290 from ₹15,450 earlier, valuing the stock at 65x March FY28E earnings versus 55x earlier

Easing competition, volume recovery positive for Berger Paints stocks

Shares of Berger Paints India surged after strong Q4 earnings, with brokerages turning bullish on easing competition, double-digit growth prospects and improving margins in FY27

Oracle Financial Services bucks IT rout in CY26; rises 16% while peers fall

Analysts believe OFSS's outperformance is underpinned by relatively sustainable revenue growth, sharp margin expansion, operating leverage, and AI-driven productivity gains

TVS Motor outlook: Analysts upbeat on strong exports, EVs, premium bikes

Analysts have shared a positive outlook on TVS Motor after it reportedstrong Q4FY26 results. EV growth, premiumisation, export strength and rising market share remain key growth drivers, they said

Gold duty hiked up to 15%: Titan well-placed to weather storm, says Nomura

Nomura has maintained a 'Buy' on Titan with an unchanged target price of ₹4,950, based on 60x March 2028 earnings per share (EPS)

4 reasons why analysts are bearish on Dr Reddy's Labs outlook after Q4

Analysts have turned cautious on Dr Reddy's Laboratories after Q4 results raised concerns over weakening US business, sharp Revlimid decline, pricing pressure and delays in semaglutide launches

Dixon Technologies: Vivo JV delay, PLI expiry cloud near-term outlook

Dixon Technologies' Q4FY26 results have raised concerns over weak smartphone demand, fading PLI incentives and delay in Vivo JV approval.

Weak Q4FY26 drags Tata Power shares down over 6%; buy, sell or hold?

Tata Power share price target: Post Q4 results, Motilal Oswal Financial Services has maintained a 'Buy' rating on the Tata Group stock with a target price of ₹490.

PVR Inox: Why analysts are bullish on the multiplex giant after Q4 results

PVR Inox reported strong Q4 results led by higher ticket prices, and a strong movie pipeline. Analysts remain bullish on the company's asset-light expansion strategy, and balance sheet strength

Jyothy Labs shares plunge 11% as Henkel ends PRIL, Fa licencing deal

Jyothy Labs shares plunged 11% after Henkel decided not to renew PRIL and Fa licensing agreements beyond May 2026. Analysts see a significant hit on revenue and margins in FY27 and FY28

JP Morgan bets on Titan's jewellery growth story; upgrades to 'Overweight'

JP Morgan India expect Titan to benefit from sector formalisation, innovation, expanding distribution, and resilient demand despite elevated gold prices

Dabur India stock surges 4% after Q4 results; should investors buy now?

Dabur India shares climbed nearly 4 per cent on Friday after Q4FY26 results. Most rokerages retained ratings & targets and highlighted improving India business growth despite execution concerns

Margin headwinds could negate near-term demand optimism for Hero MotoCorp

Analysts remain positive on Hero MotoCorp's demand outlook and launches, but warn that commodity inflation and price hikes could pressure margins

Why are analysts optimistic on PB Fintech despite regulatory concerns?

PB Fintech shares fell over 5% despite strong Q4FY26 results with robust premium growth and margin expansion. Analysts remain positive on Policybazaar and Paisabazaar's long-term growth potential.